+15.2%
KDP vs CAKE
+76.8%
-61.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | +1.3% | -4.0% | +5.3% | +1.8% |
| 30D | +6.0% | +2.4% | +3.6% | +5.4% |
| 3M | +9.2% | +69.0% | -59.8% | +0.6% |
| 6M | +14.7% | +69.3% | -54.6% | +5.3% |
| YTD | +19.2% | +115.8% | -96.6% | +3.7% |
| 1Y | +15.2% | +79.3% | -64.2% | +8.8% |
| All | +15.2% | +76.8% | -61.6% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CAKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling